← back to database
Union Heritage is a diversified financial services firm specializing in public equity investments and venture capital. It employs a quantitative, multi-factor approach to identify large-cap core companies trading below intrinsic value. The firm also focuses on venture capital investments across various sectors and philanthropic initiatives. Union Heritage is a majority African American- and woman-owned firm committed to generating alpha while supporting minority and women-led businesses and communities.
Primary stage
Initial check size
Investment focus
Investment style
Specialist
Data last enriched
Aug 14, 2026
Investing team
- Derek T. BattsManaging Partner & CIO
- Dawn BattsHead of Private Market Investments
- Louis CarrGeneral Partner
- Sophia BushGeneral Partner
- Drew McusicVenture Associate